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USER GUIDEeFiling into Existing Probate Division CasesWashington, D.C. Superior Court
CaseFileXpressTips & Guidelines 2017 CaseFileXpress2
TIPS & GUIDELINES (Slide 1 of 3) Login page located at https://dc.casefilexpress.com/Login.aspx Know your User-ID and Password – case sensitive The application is best viewed on IE 6 . Performance of the application cannot be guaranteed with otherbrowsers and operating systems, such Macintosh Safari. To access filing information prior to June 2nd, 2012, contact CFX customer support Monitor your courtesy email notifications, as well as your dashboard daily for filing alerts or eservicereceived If needed, filing delegates can be added/removed by your firm admin., the Manage Delegates link onDashboard, or CFX Customer Support 2017 CaseFileXpress3
TIPS & GUIDELINES (Slide 2 of 3) The document type list and associated fees are provided/controlled by the clerk’s office Select the correct document type from drop-down menu for the lead document only Do not select document types for any supporting documents Save and title your documents reflecting the content of the document (i.e. Motion, Petition, Response,Reply, Answer to Complaint) Know your case number – must be entered in an exact format. Check your case number on the mple: 2012 CA 001234 A) 2017 CaseFileXpress4
TIPS & GUIDELINES (Slide 3 of 3) Payment is not processed for rejected filings, but they are not docketed If the clerk rejects your filing, please correct based on the clerk’s comments and resubmit immediately Review and confirm your service list is complete to include the Judge on the case The service list is created by our users - always confirm it is correct before submitting your filing 2017 CaseFileXpress5
CaseFileXpress Documents excluded from efilingProbate court assignmentsFiling rejectionsAcceptable signatureRedaction of personal information 2017 CaseFileXpress6
DOCUMENTS EXCLUDED FROM EFILINGPEF Rule 4. Documents Excluded from eFilingWills and codicilsInitial pleadings that open a Probate Division case. The Probate Division case types are: 2017 WIL(Large Decedents’ Estates)(Disclaimers)(Foreign Decedents’ Estates)(Foreign Intervention Proceedings)(Guardianship of Minors’ Estates)(Intervention Proceedings)(Interventions – Developmental Disability)(Major Litigation)(Notice of Revocable Trusts)(Probate Miscellaneous)(Small Decedents’ Estates)(Trusts)(Wills)7
DOCUMENTS EXCLUDED FROM EFILINGPetitions to Reopen the Administration of an Estate and Requests for Extension of PersonalRepresentative’s Appointment in a closed caseBondsVerifications and Certificates of Notice when additional court costs are dueSealed documents and documents requested be placed under seal, but not the motion to seal; **Refer to PEF 8 on how to file The Administrative Order Certifications (AOC) and Financial AccountInformation forms (FAI)Personal Identification Information forms, generally filed with the initial pleading that opens aProbate Division case (filer is responsible for redacting PII - personal identifiable information)Filings that require payment of court costs that vary in amount or, deposits into the Estate DepositAccount 2017 CaseFileXpress8
DOCUMENTS EXCLUDED FROM EFILINGInventories and accounts, and supporting documents containing financial informationExhibits or other documents that are real objects (i.e. x-ray films or blueprints); documents thatotherwise may not be viewed comprehensively in an electronic format.Fee Petitions must be efiled but do not have the requirement of an active case list(Refer to PEF Procedure 8: Petitions for Compensation (a) Petition for Compensation or Fees eFiled by Attorney or Lay Persons)Matters reviewed by the Office of the Register of Wills and forwarded to the Judge in Chambers, suchas:o Petitions for a General Proceeding seeking appointment of an emergency guardian or healthcare guardian;o subpoenas for medical records;o and applications requesting that the filer be granted permission to proceed In Forma Pauperisin a particular case. 2017 CaseFileXpress9
DOCUMENTS EXCLUDED FROM EFILINGPEF Rule 6 (a) Service of Documents Excluded from eFilingService of initial pleadings to open a Probate Division case, including the original complaint in a LIT proceeding,and service of any other document excluded from eFiling is the responsibility of the filer and must beaccomplished in accordance with applicable Superior Court rules. However, proof of such service shall be filedelectronically by all filers. 2017 CaseFileXpress10
PROBATE COURT ASSIGNMENTSProbate Division has four (4) separate court assignments for eFiling1) Decedent’s Estateso ADM/SEB/FEP/WIL2) Incapacitated Individualso INT/IDD/CON/FOI/GDN3) Litigation Caseso LIT4) Othero TRP/NRT/DIS/PBM 2017 CaseFileXpress11
FILING REJECTIONSCommon Clerk-Related Rejections Motion missing the Proposed Order w/ filing Multiple attachments not merged into one document Certificate of service missing/not dated/outdated/not signed Case number not found Incorrect document type selectedUse the following link to view a list of reasons for filing rejections:http://fileandservexpress.com/dcClick the link for “Avoid Rejected Filings” 2017 CaseFileXpress12
ACCEPTABLE SIGNATURE“/s/” and printed name or scanned image above the signature line acceptable:Example:/s/ Brad SmithBrad Smith, DC Bar Number: 999999Smith & Jones, LLC1200 Pennsylvania AveWashington, DC 20006(202) 879-0000brad.smith@aol.com* Typed name, address, telephone number, email address and, if applicable, bar number mustappear under the signature line. An “/s/” or typographical signature shall be treated as a personalsignature for all purposes under the Superior Court rules, including SCR Civil Rule 11. 2017 CaseFileXpress13
REDACTION OF PERSONAL INFORMATIONThe Probate Division adopted a privacy rule, SCR-PD 5.1, which requires the filer toredact or remove from the public record the following information: Social Securitynumbers, dates of birth, and financial account numbers. If you must include suchinformation in a particular filing, a motion should be eFiled (if you are a mandatoryeFiler or have registered for eFiling) seeking permission to file the unredacted filingunder seal and, upon approval by the court, the unredacted copy can be filed underseal in paper form at the Probate Clerk’s Office of the office of the Register of Willslocated at Court Building A, 515 5th Street, NW, 3rd Floor, Washington, D.C. 20001. 2017 CaseFileXpress14
Login ScreenSubmit a filing 2017 CaseFileXpress15
LOGIN SCREENLogin page located at https://dc.casefilexpress.com/Login.aspx 2017 CaseFileXpress16
FILER DASHBOARDClick the Submit New Filing link to begin 2017 CaseFileXpress17
SUBMIT A FILINGCreate Service List with New Case No. Click “Search” to find the generic “Probate Division Judge” to add to the service listSearch “last name” with “Probate Division”, “first name” with “Judge”Add and eServe “Judge Probate Division” (judgeprobateeserve@dcsc.gov)Upload “Other Filing Praecipe” (no court fee)Save the filing as a “Draft” to create the service list 2017 CaseFileXpress18
SUBMIT A FILINGService List Created Remember to select a “Role” for anyone you add to the Service List 2017 CaseFileXpress19
SUBMIT A FILINGUpload Documents – Select Document Type 2017 CaseFileXpress20
SUBMIT A FILINGUpload Documents – Browse/Select File to Upload 2017 CaseFileXpress21
SUBMIT A FILINGUpload Documents – Merge Supporting Docs Merge supporting documents/exhibits into one document before uploading or, Upload all supporting documents, designating them as such in the “Category” column, thenclick “Merge Supporting Documents.” This will merge all supporting documents into onedocument as requested by the Civil Division. 2017 CaseFileXpress22
SUBMIT A FILINGUpload Documents – Supporting Docs Merged Supporting documents have been merged into one document as shown below Filer can rename the document if they prefer 2017 CaseFileXpress23
SUBMIT A FILINGService & Fees Review 2017 CaseFileXpress24
SUBMIT A FILINGSubmit or Save as a Draft 2017 CaseFileXpress25
Email notificationsCourt/CFX contact information 2017 CaseFileXpress26
EFILING ACKNOWLEDGMENT 2017 CaseFileXpress27
EFILING CONFIRMATION 2017 CaseFileXpress28
EFILING REJECTION 2017 CaseFileXpress29
ESERVICE RECEIVED 2017 CaseFileXpress30
PROOF OF ESERVICE 2017 CaseFileXpress31
DC Superior Court website:http://www.dccourts.gov Hours of Operation:Monday-Friday:8:30am – 5:00pm andSaturday:9:00am -12:00pm (for filings only)Court ContactInformation Clerk’s Office:202-879-1133/1134 Information & Records:202-879-1968 DC Superior Court website eFiling FAQs:www.dccourts.gov/efiling 2017 CaseFileXpress32
Toll Free: 877-433-4533 or 877-I-eFiled(24x7 phone support)LiveChat(during business hours 8am – 6pm ET)ContactCaseFileXpressSend us an email:info@fileandservexpress.comOur Home Page:http://fileandservexpress.com/dcLogin Here:https://dc.casefilexpress/ 2017 CaseFileXpress33
Jun 02, 2017 · seal in paper form at the Probate Clerk’s Office of the office of the Register of Wills located at Court Building A, 515 5th Street, NW, 3rd Floor, Washington,
